Professional Development through partnership with CUNA

 2013 Seminars

IRA Workshop: Essentials (Atlanta, GA)

October 29, 2013
Duluth, GA
8:30 a.m. – 4:30 p.m. Local Time
Tuition: $229
Small CU Discounts: CUs under $10 million in assets receive a 25% discount by entering promotion code 0925CU on the “Complete Checkout” page. Only one discount applies.

 
SEMINAR OVERVIEW

Build your IRA knowledge and provide top-notch service to your credit union's members.

IRA Essentials: Day 1
IRA Essentials will provide attendees with a solid foundation of IRA knowledge. Attendees will leave this session able to work with IRA owners and process basic IRA transactions with confidence. Topics include:

  • Introduction to IRAs
  • Establishing an IRA
  • Funding
  • IRA Distribution

Schedule:
8:30 - 9:00 a.m. Registration
9:00 a.m. - Noon Sessions
Noon - 1:00 p.m. Lunch
1:00 - 4:30 p.m. Sessions

Of related interest: IRA Workshop: Beyond Essentials


TOPICS & OBJECTIVES
Introduction to IRAs
  • Explain the benefits of an IRA
  • Identify the tax differences of a Traditional and Roth IRA
Establishing an IRA
  • Examine the process for establishing an IRA and the required documents
  • Differentiate between the types of beneficiaries
Funding
  • Learn about the Traditional and Roth IRA eligibility requirements
  • Identify the contribution limit and deadline
  • Ensure accurate contribution reporting
IRA Distributions
  • Distinguish the possible taxes on IRA distributions
  • Identify federal and state tax withholding requirements
  • Examine IRS penalties and their exceptions
  • Ensure accurate distribution reporting
Portability
  • Identify the differences between a rollover and a transfer
  • Recognize rollovers between IRAs and employer-sponsored retirement plans
  • Ensure accurate rollover reporting
Reporting
  • Recognize reporting requirements and outline IRA reporting deadlines

For more program content information or to request a brochure call 800-356-9655, ext. 4053, or email mjohnson@cuna.coop. For registration questions, call 800-356-9655, ext. 4400, or e-mail reginfo@cuna.coop.

 

Affiliation with CUNA/League is required for attendance.
LOCATION
HOLIDAY INN GWINNETT CENTER
6310 Sugarloaf Pkwy
Duluth, GA 30097-4334
Phone: (770) 510-1805
Fax: (770) 510-1808
Room rates: $109/night plus tax*
Hotel Reservation Deadline: October 14, 2013
* Room rates and availability cannot be guaranteed. Rooms may be sold out prior to this date, so make your hotel reservations early! Room reservations and fees are the responsibility of the registrant.

 
INSTRUCTORS
Fred Volkman, CIP
Fred is a training consultant for Ascensus, Inc., a division of Crump Group, Inc. He is responsible for developing and delivering IRA training programs on a national level to meet the needs of credit unions and leagues. Fred is also the project manager for compliance and operational eLearning. As such, he is responsible for overseeing new and existing webinars for credit union staff, including the development, design, implementation, assessment and maintenance of all courses. He is also the project manager for the IRAdirect® training environment.

CANCELLATIONS
Cancellations received in writing (via fax 608-231-4327) before the end of business on October 21, 2013 are eligible for a refund of the amount paid minus a $50 administrative fee. No refunds will be granted for cancellation requests received after October 21, 2013. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.